Conference Agenda - Brevard Family Partnership
Conference Agenda - Brevard Family Partnership
Conference Agenda - Brevard Family Partnership
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Presented by…
THANK YOU TO ALL OF OUR SPONSORS!<br />
TITLE SPONSOR<br />
Brocade Communications Systems, Inc.<br />
Steve Biko<br />
321-230-3699 • sbiko@brocade.com<br />
130 Holgar Way • San Jose, CA 95134<br />
PLATINUM SPONSORS<br />
Informa Software<br />
Rick Wheeler<br />
2300 Maitland Center Pkwy. Ste 220<br />
Maitland, FL 32751<br />
(O): 407-647-8765<br />
rwheeler@informasoftware.com<br />
www.informasoftware.com<br />
Paxen Learning Corporation<br />
Richard Semancik<br />
710 Atlantis Road<br />
Melbourne, FL 32904<br />
800-247-2936<br />
321-724-1033<br />
2
GOLD SPONSORS<br />
TotalCare IT<br />
Roy Garton, Rick Hover<br />
727 North Drive, Suite K, Melbourne, FL 32934<br />
(O): 321-259-5500<br />
roy@totalcareit.com www.totalCareIT.com<br />
James Moore & Co., P.L.<br />
Donna Brown, CPA<br />
.<br />
5931 NW 1 st Place, Gainesville, FL 32607<br />
(O): 352-378-1331<br />
gnv@jmco.com www.jmco.com<br />
Advanced Pro-Com<br />
Gary Worm, Owner<br />
255 East Drive, Suite D, PO Box 876<br />
Melbourne, FL 32902<br />
321-984-1359<br />
Gary_worm@advancedprocom.com<br />
<strong>Brevard</strong> C.A.R.E.S.<br />
Valerie Holmes<br />
4085 S. US Hwy 1<br />
Rockledge, FL 32955<br />
321-632-2737<br />
Valerie.holmes@brevardcares.org<br />
Five Points<br />
Elizabeth VanAcker<br />
5245 Office Park Blvd, Suite 103<br />
Bradenton, FL 34203<br />
941-751-1901<br />
info@fiveptg.com<br />
3
ClarityWorks! Consulting<br />
Organizational Development and Consulting<br />
Kathleen Rich-New, MBA, MHR<br />
PO Box 322<br />
Cape Canaveral, FL 32920<br />
(O): 321-452-7308<br />
info@clarityworks.biz<br />
www.clarityworks.biz<br />
Public Consulting Group<br />
Richard Whipple<br />
148 State St. 10 th FL, Boston, MA 02109<br />
(O): 617-426-2026<br />
kmaclean@pcgus.com<br />
www.publicconsultinggroup.com<br />
Creative Network Innovations Inc.<br />
Nathan Pickering<br />
6905 N. Wickham Rd., Suite 300<br />
Melbourne, FL 32940<br />
321-259-1984<br />
800-264-5547<br />
jprice@cniweb.net<br />
SILVER SPONSORS<br />
Bouchard Insurance<br />
Non-Profit Division<br />
Eric Beck, Vice President<br />
101 N. Starcrest Drive<br />
Clearwater, FL 33765<br />
727-447-6481<br />
ericbeck@bouchardinsurance.com<br />
Cliborne, Mayhew, Winkler Group<br />
Global Wealth Management<br />
Andrew Winkler<br />
Chambers, Cliborne, Mayhew, Winkler Group<br />
601 Cleveland Street, Suite 900<br />
Clearwater, FL 33755<br />
727-462-2317<br />
800-333-4352<br />
Andrew_winkler@ml.com<br />
4
Lightle Beckner Robison<br />
Commercial Real Estate Services<br />
Rob Beckner, Partner<br />
1398 S. Babcock Street<br />
Melbourne, FL 32901<br />
321-722-0707 x 11<br />
rob@lbrcres.com<br />
RBC Bank<br />
Ann Leighton<br />
3000 Sarno Road<br />
Melbourne, FL 32935<br />
(O): 321-752-2369<br />
www.rbcbankusa.com<br />
Certipay<br />
Stephanie Wiendl<br />
199 Ave. B NW, Ste. 270<br />
Winter Haven, FL 33881<br />
(O): 813-300-2722<br />
swiendl@certipay.com www.certipay.com<br />
Eaton Vance Investments<br />
Michael Welch<br />
Eaton Vance<br />
Melbourne, FL<br />
(O): 321-729-8630<br />
Michael_welch@ml.com<br />
www.fa.ml.com/mmadvisors<br />
USF Training Consortium<br />
Beverly Crockett<br />
13301 Bruce B. Downs Blvd.<br />
Tampa, FL 33612<br />
(O): 813-974-4997<br />
http://cwta.fmhi.usf.edu<br />
Our Sponsors have made this conference possible. Each of them offers a product or service that<br />
may be of value to your organization. (In fact - most have already worked with at least one of<br />
our CBCs.)<br />
Please take the time to stop by their tables and see what they have to offer.<br />
Thank You!<br />
5
Wednesday<br />
May 18,<br />
2011<br />
7:15am –<br />
10:30am<br />
8:00am –<br />
8:15am<br />
8:15am –<br />
8:20am<br />
8:20am –<br />
8:45am<br />
2011 CBC CFO Training Meeting – Day One<br />
Registration Open<br />
Barbados/Aruba Ballrooms Entrance<br />
Refreshments<br />
Antiqua/Trinidad/Martinique Ballrooms<br />
Welcome and Introductions<br />
Barbados/Aruba Ballrooms<br />
Title Address by Brocade<br />
Speaker: Steve Biko<br />
Brocade Central and East Florida Territory Manager<br />
Barbados/Aruba Ballrooms<br />
8:45am –<br />
10:15am<br />
Concurrent Sessions (Select One)<br />
Contract Monitoring Basics CEO Roundtable<br />
An introduction to contract monitoring to<br />
include risk assessments, pre-funding<br />
reviews, informal and on-site monitoring<br />
techniques.<br />
Speaker: Ms. Janet Johnson, CPA,<br />
Senior Manager, Wipfli LLP<br />
IT Track<br />
“Dashboards”<br />
Easy to read graphical user<br />
interface to access commonly<br />
used organization and<br />
network resources.<br />
Speaker: Mr. Dipak M.<br />
Parekh, CFO, ChildNet<br />
10:15am –<br />
10:35am<br />
Barbados/Aruba Ballrooms<br />
St. Thomas Ballroom<br />
Networking Break<br />
St. Croix Ballroom<br />
10:40am –<br />
Noon<br />
Antiqua/Trinidad/Martinique Ballrooms<br />
Concurrent Sessions (Select One)<br />
Contract Monitoring Basics CEO Roundtable<br />
Speaker: Ms. Janet Johnson, CPA,<br />
Senior Manager, Wipfli LLP<br />
IT Track<br />
“Network Design:<br />
Best Practices”<br />
Speaker: Brocade<br />
“Network Security:<br />
Best Practices”<br />
Speaker: TotalCare IT<br />
Noon –<br />
1:30pm<br />
Barbados/Aruba Ballrooms<br />
St. Thomas Ballroom<br />
Lunch (on your own)<br />
St. Croix Ballroom<br />
6
1:30pm –<br />
3:00pm<br />
3:00pm –<br />
3:20pm<br />
3:25pm –<br />
5:00pm<br />
Concurrent Sessions (Select One)<br />
Why You Always Need a Contract Manager<br />
Plan B<br />
Roundtable<br />
Ready or not here it comes. Change is<br />
inevitable (except from the vending<br />
machine). Every organization should have<br />
a Plan B in place to deal with the<br />
possibilities... and so should you. You<br />
already know that contracts are under<br />
increasing pressure from local and<br />
national competitors. Funding is extremely<br />
vulnerable because it comes from just a<br />
few sources... easy targets for budget cuts<br />
or new law-makers trying to make a name<br />
for themselves. Come and learn why you<br />
always need a Plan B. The concepts work<br />
whether your focus is the organization or<br />
your personal finances. Successful<br />
organizations and wealthy people all have<br />
multiple sources of income... so should<br />
you.<br />
Speaker:<br />
Kathleen Rich-New,<br />
Clarity Works! Consulting<br />
Barbados Ballroom<br />
Aruba Ballroom<br />
Networking Break<br />
Antiqua/Trinidad/Martinique Ballrooms<br />
Department of Financial Services Requirements (DFS)<br />
for Contract Documents<br />
This session will focus on DFS requirements related to contract<br />
documents based on CF Memo #4 (05-06). Also covered in this session<br />
will be subcontracting issues being addressed by DCF as a result of CBC<br />
contract monitoring.<br />
IT Track<br />
Disaster Recovery:<br />
Best Practices in Back-up and<br />
Recovery<br />
Speaker:<br />
TotalCare IT<br />
St. Croix Ballroom<br />
IT Track<br />
IT Roundtable<br />
Speaker:<br />
Walter Sachs, Director Contracted Client Services,<br />
DCF<br />
5:00pm<br />
Barbados/Aruba Ballrooms<br />
End Day One<br />
St. Croix Ballroom<br />
6:00 – 7:30 Reception<br />
Sponsored by: Brocade Communications<br />
Please join us for drinks & hors d’oeuvres<br />
(drink coupons/cash bar 6-7pm)<br />
Ocean Front Deck Gazebo<br />
7
Thursday<br />
May 19,<br />
2011<br />
7:00am –<br />
8:20am<br />
7:45am –<br />
10:30am<br />
8:20am –<br />
8:30am<br />
8:30am –<br />
10:00am<br />
2011 CBC CFO Training Meeting – Day Two<br />
Sunrise Breakfast<br />
Sponsored by: Paxen Learning Corporation<br />
Please join us for a hot breakfast and a chance to win an iPad<br />
(Must be present to win!)<br />
Ocean Front Deck Gazebo<br />
Registration Open<br />
Barbados/Aruba Ballrooms Entrance<br />
<strong>Conference</strong> Update<br />
Barbados/Aruba Ballrooms<br />
Concurrent Sessions (Select One)<br />
Federal and State Single Audit Update<br />
CEO Roundtable<br />
This session will focus on the Federal and State<br />
changes to the single audit requirements and their<br />
effect on the audit. In addition, the financial auditor’s<br />
process for conducting the single audits and what the<br />
CBCs need to know will be discussed.<br />
Speaker: Ms. Donna Brown, CPA, Partner and<br />
Other James Moore & Company Staff<br />
10:00am –<br />
10:25am<br />
10:30am –<br />
Noon<br />
Noon –<br />
1:30pm<br />
1:30pm –<br />
3:30pm<br />
Barbados/Aruba Ballrooms<br />
Networking Break<br />
St. Thomas/Croix Ballroom<br />
Antiqua/Trinidad/Martinique Ballrooms<br />
State of Florida, Department of Children & Families Update<br />
Speaker: DCF Central Office Staff<br />
Barbados/Aruba Ballrooms<br />
Lunch (on your own)<br />
Concurrent Sessions (Select One)<br />
Cost Allocation Plans:<br />
CEO Roundtable<br />
Creation & Implementation<br />
The following key areas will be the focus of<br />
discussion:<br />
Topics to be determined<br />
• Brief review of cost allocation<br />
What is it? Why do it?<br />
• Examples of plans<br />
Methods for creating plans<br />
Indirect cost rates<br />
Direct cost rates<br />
Speaker: Ms. Janet Johnson, CPA, Senior<br />
Manager, Wipfli LLP<br />
Barbados/Aruba Ballrooms<br />
St. Thomas Ballroom<br />
8
3:30pm –<br />
3:50pm<br />
3:55pm –<br />
5:00pm<br />
The Ten Things You<br />
Need to Know About<br />
Fraud.<br />
Speaker: Ms. Donna<br />
Brown, CPA, Partner<br />
and James Moore &<br />
Company Staff<br />
Networking Break<br />
Antiqua/Trinidad/Martinique Ballrooms<br />
Concurrent Sessions (Select One)<br />
CEO Roundtable Contract Manager<br />
Roundtable<br />
DCF Contract<br />
Manager Meeting<br />
TBD<br />
5:00pm<br />
Barbados Ballroom<br />
St. Thomas Ballroom Aruba Ballroom<br />
End Day Two<br />
St. Croix Ballroom<br />
6:00pm –<br />
7:30pm<br />
Reception<br />
Sponsored by: Informa Software<br />
Please join us for drinks & hors d’oeuvres<br />
(drink coupons/cash bar 6-7pm)<br />
Ocean Front Deck Gazebo<br />
Friday<br />
May 20, 2011<br />
8:00am –<br />
8:20am<br />
8:20am –<br />
8:25am<br />
8:30am –<br />
9:30am<br />
9:30am –<br />
10:30am<br />
10:30am –<br />
10:45am<br />
10:45am - Noon<br />
2011 CBC CFO Training Meeting – Day Three<br />
Refreshments<br />
Antiqua/Trinidad/Martinique Ballrooms<br />
<strong>Conference</strong> Update<br />
Barbados/Aruba Ballrooms<br />
DCF Roundtable<br />
General discussion with the Department of Children & Families Central Office<br />
Barbados/Aruba Ballrooms<br />
Concurrent Sessions (Select One)<br />
Insurance Coverage Update<br />
Contract Manager Roundtable<br />
Speaker: Mr. Eric Beck, Vice President and<br />
Other Bouchard Insurance Staff<br />
Barbados Ballroom<br />
Networking Break<br />
Aruba Ballroom<br />
Antiqua/Trinidad/Martinique Ballrooms<br />
Concurrent Sessions (Select One)<br />
CBC CFO Roundtable<br />
Contract Manager Roundtable<br />
Noon<br />
Open forum for general discussion. By invitation<br />
only.<br />
St. Thomas/Croix Ballroom<br />
<strong>Conference</strong> Adjourned<br />
Hotel Check Out (by NOON)<br />
Aruba Ballroom<br />
9
<strong>Conference</strong> Guidelines<br />
Facilitators<br />
Chad Carnell, CFO, <strong>Brevard</strong> <strong>Family</strong> <strong>Partnership</strong><br />
Stacey Rinaldi, Business Manager, <strong>Brevard</strong> <strong>Family</strong> <strong>Partnership</strong><br />
Mark Rouleau, IT Manager, <strong>Brevard</strong> <strong>Family</strong> <strong>Partnership</strong><br />
In order to keep the conference on track and moving forward with all participants engaged, while<br />
making the best use of time and resources, we’ve adopted the following guidelines:<br />
Staying on Time:<br />
‣ Presenters will be given a 10 minute notice by the facilitator.<br />
‣ At the 5 minute mark, presenters will again be given notice from the facilitator.<br />
Attendance:<br />
‣ We understand you may have obligations to attend to within your organizations, thus it is<br />
acceptable for any individual to enter or exit from the room during a presentation. We ask<br />
only that this be done as quietly as possible so as not to distract the presenters or other<br />
conference guests.<br />
Side Conversations:<br />
‣ We ask that side conversations be kept to a minimum so as not to distract the presenters or<br />
other conference guests.<br />
Cell Phones, Pagers and Other Gadgets:<br />
‣ Please set all cell phones, etc., to silent/vibrate so as not to distract the presenters or other<br />
conference guests.<br />
Questions or Concerns:<br />
‣ If any questions or concerns arise about the <strong>Conference</strong>, please contact one of the facilitators.<br />
Don’t Forget to Have Fun &<br />
Enjoy yourselves, you are on the beach!<br />
10
NOTES:<br />
11
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